See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,039 | $102,317+33.9% | $146,958-6.7% | $80,856+69.5% |
| Participation rate | 94.6% | 75.8%+18.8pp | 82.2%+12.4pp | 67.6%+27.0pp |
| Annual return | 22.67% | 134.76%-112.1pp | 418.34%-395.7pp | 35.59%-12.9pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $26,345 | $6,644+296.5% | $8,070+226.5% | $4,296+513.3% |
| Admin fee / account holder | $5,312 | $7,941-33.1% | $12,998-59.1% | $6,918-23.2% |